RED MOUNTAIN FINANCIAL PARTNERS

RIASEC RegisteredEst. 2022

Total AUM

$226M

Discretionary

$226M

100% of AUM

Avg account

$353K

Accounts

639

Employees

Advisory reps

Firm details

Headquarters: DURANGO, Colorado
CRD number: 174672
Registered since: February 9, 2022
Website: www.redmountainfinancialpartners.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.5%
Individuals27.57%
Corporations / Businesses5.93%
Pension & Profit Sharing Plans1%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Red Mountain Financial Partners is an independent registered investment adviser formed for SEC registration in 2022 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its pricing is flexible: it charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser does not position itself as an ESG investor, is not structured as a multi-state adviser, and does not function as a capital allocator or pension consultant. Its operating footprint is small and concentrated rather than a multi-branch national platform.